Business Pilot has launched a new dashboard giving installers instant access to real-time data on how each individual area of their business is performing from lead generation through to gross profit.
The power upgrade of the installer CRM and business management tool delivers a headline overview of each aspect of business operation, making it easier to pull out reports instantly.
This includes a new Ops Dashboard, which pulls in details on sales, cash in the bank, through to balances outstanding, orders, invoices fitted value, costs and gross profit, each automatically updated with every new sale you make, job completed, or bill paid.
It also includes a new Marketing Dashboard, which allows users to track and compare the effectiveness of each campaign and individual marketing channel, helping you to identify which channels work best for your business.
New Sales and People & Sales Dashboards allow installers to understand the cost of acquisition of each lead and to track how it progresses, including the performance of individual members of their sales team. A Leads & Products Dashboard, also provides a headline overview of which products are selling and the source of leads.
Managing director Elton Boocock said: “Business Pilot records an immense amount of data about your business but that’s only useful if you can access it, cut it and understand it easily.
“We didn’t want to overwhelm people with too much information. Instead, and based on our direct understanding of what it takes to run an installation company, we’ve picked out elements of management data that are key to running an effective retail business and packaged them in a format which makes it easy to understand how your business is performing. This includes real time data against each of those indicators.”
“Each dashboard is designed to give you a practical snapshot of the information you need to run your businesses effectively and profitably, without creating any additional requirement for data input or making things complicated. It’s what you need to know, rather than what you don’t.”